How to Create A Donor Journey

  1. 1. Click on Campaign Settings

    Click on Campaign Settings

  2. 2. Click on Donor journeys

    Click on Donor journeys

  3. 3. Click on NEW

    Click on NEW

  4. 4. Name your New Donor Journey

    Name your New Donor Journey

  5. 5. Select the type of touchpoint and enter in the touchpoint description

    Select the type of touchpoint and enter in the touchpoint description

  6. 6. Select how many days, weeks or months after the last touchpoint the current touchpoint should be due.

    Select how many days, weeks or months after the last touchpoint the current touchpoint should be due.

  7. 7. Click on event_available…

    Click on event_available…

  8. 8. Drag highlighted input

    Drag highlighted input

  9. 9. Continue creating a series of touchpoints to create a donor journey

    Continue creating a series of touchpoints to create a donor journey

  10. 10. To limit the number of touchpoints due on a day, you can choose to spread due touchpoints over multiple days.

    To limit the number of touchpoints due on a day, you can choose to spread due touchpoints over multiple days.